Client Self Pay Dunning Messages - PM

Create messages that display when self-pay bills are printed.

• Dunning messages are notifications regarding owed payment.
• These messages print in the self-pay bill in the Print Bill, and Crystal Self Pay Bill forms.

This form overrides self-pay dunning messages created in the System Self-Pay Dunning Messages form.

1. Go to: Avatar PM > Client Management > Account Management > Client Self Pay Dunning Messages
2. In the Select Client screen, enter the client name or ID, and select.
3. In the Episode Number field, select the client episode. If no episode is selected, a client self-pay dunning message will be printed for non-episodic bills.
4. In the Guarantor field, enter the guarantor name or ID, and select.
5. Click Print to generate the Client Self Pay Dunning Messages report, which details self-pay dunning information for the client.
6. In the Message Override For All Categories field, enter a message that will override all Message fields. Entering information in this field makes the remaining Message fields display-only.
7. In the Introduction Bill Message field, enter the message that displays on the client’s first self-pay bill.
8. In the $0.00 Balance Message field, enter the message that displays when payment was not received, or the remaining balance is $0.00.
9. In each of the Day No Payment fields, enter the messages to display on the client’s self-pay bill when payment has still not been received by that number of days past the claim date.
10. In the Contact Information field, enter the contact information.
11. Click Delete to remove the client self-pay dunning message. Self pay dunning message information can be entered again for the client.
12. Click Submit.

► SQL Tables

• SYSTEM.billing_client_sp_dunn_msg